See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,744 | $80,753+4.9% | $136,294-37.8% | $62,292+36.0% |
| Participation rate | 54.0% | 73.5%-19.5pp | 81.9%-27.9pp | 69.5%-15.5pp |
| Annual return | 15.99% | 35.83%-19.8pp | 5155.94%-5139.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,864 | $2,884-35.4% | $4,695-60.3% | $2,042-8.7% |
| Participant deferral / active EE | $5,106 | $5,164-1.1% | $6,247-18.3% | $3,169+61.1% |
| Admin fee / account holder | $189 | $525-64.1% | $9,243-98.0% | $479-60.7% |